WEALTH MANAGEMENT UDVALG

Wealth Management udvalget vil medvirke til at skabe et fagligt professionelt miljø omkring asset allocation, kapitalforvaltning og formuepleje for institutionelle investorer og private banking segmentet.  Med fokus på uddannelse og kompetenceudvikling, erfaringsudveksling og netværking vil udvalget udvikle, planlægge og tilrettelægge arrangementer om disse emner for medlemmer af Finansforeningen og CFA Society Denmark.

Mads Jensen

Jensen Capital Management
+45 23 23 80 86

Nikolaj Holdt Mikkelsen

Morningstar Danmark
+ 45 33 18 60 10

David Moalem

Bech-Bruun
+45 72 27 33 24

Kim Dalsgaard

Jyske Bank Private Banking
+45 89 89 10 50

Christian Olsen

Nordea Private Banking
+45 22 49 81 87

John Poulsen

Danske Bank
+45 45 13 98 89

Wealth Management Committee

Purpose

The Wealth Management Committee will contribute to creating a professional environment around asset management by primarily developing, planning and organising private banking-related meetings for members of the Society and potential new members with the main focus on education and competence development in relation to asset management as well as exchange of experience and networking.
The target group is professional investment advisors within asset management.